CYBERSECURITY

OUR PEOPLE
Sue Round
Director of Group Investments
and Senior Fund Manager
Sue is the UK’s longest-serving retail SRI
Fund Manager. She launched the Amity
UK Fund 28 years ago – pioneering
our Profit with Principles investment
approach. She is also AA rated by
Citywire as of June 2016.
Rob Hepworth
Chief Investment Officer
and Senior Fund Manager
Rob has previously been voted Investment
Week’s Fund Manager of the Year and has
been recognised as one of Citywire’s top
10 Fund Managers of the past decade.
This places him in the top 10% of all UK
Unit Trust and OEIC Managers.
Neville White
Head of SRI Policy and Research
Neville is in charge of our Socially
Responsible Investing team. His
extensive experience includes being
responsible for managing global
corporate governance proxy voting
for CCLA Investment Management.
Ketan Patel CFA
Fund Manager
Ketan began his career on the equity
derivatives trading desk at JP Morgan.
He holds an undergraduate degree in
History & Geography and postgraduate
degrees in Geography and Economics
from the University of London and is a
CFA Charterholder.
Chris Hiorns CFA
Fund Manager
Chris has worked at EdenTree since 1996.
He started as a Graduate Trainee and
worked as an Investment Analyst before
being appointed as the Fund Manager for
the Amity European Fund in 2007 and the
Amity Sterling Bond Fund in 2008.
Phil Harris
Fund Manager
With over 25 years’ experience in UK small
and mid-cap company sectors, Phil joined
EdenTree in 2015 to run the UK Equity
Growth Fund. He focuses on growth
small-caps and previously specialised in
corporate activism.
David Katimbo-Mugwanya, CFA
Fund Manager
David joined EdenTree in 2015 bringing
almost a decade of experience in fixed
income instruments to our portfolios. He
is a CFA charterholder and holds a BSc
in Economics.
Tom Fitzgerald
Associate Fund Manager
Having graduated from Oxford Brookes
University with a degree in Economics
and Business Management, Tom
supports the Fund Managers by
providing detailed company research
and analysis. Tom is currently studying
for the CFA.
Esmé van Herwijnen
SRI Analyst
Esmé holds a Master’s degree in
Sustainable Business from Toulouse
Business School and gained experience
in ESG research from Sustainalytics
and PIRC. She supports our SRI team
with company screening, proxy voting
and engagement.
David Osfield, CFA
Fund Manager
David Joined EdenTree in 2016 as comanager
of the Amity International Fund
alongside CIO Rob Hepworth after 14
years at Alliance Trust covering global
equities. David has a 1st Class BA(Hons)
in Business Finance from Durham
University and is a CFA charterholder.
18 Amity Insight September 2016